by SemiMarketTrends | Feb 22, 2018 | Trends
Application Processors builds YTD forebodes a likely inventory correction (total unit build numbers estimates, wafer builds, companies involved below) Companies: Apple, Qualcomm, MediaTek, Hisilicon, Spreadtrum, Pinecone AP supply chain pipeline inventory is 2-3...
by SemiMarketTrends | Feb 14, 2018 | Trends
Xiaomi will have larger OLED display screens, but may not be notch-based designs in 2018 Companies: Xiaomi Q118 Mi7 is likely to feature a 6.3” LTPS display Xiaomi’s Mix3 is still being evaluated for notch design (model launch in 2H18) Xiaomi’s next major smartphone...
by SemiMarketTrends | Feb 8, 2018 | Trends
Oppo and Vivo larger screen design activities for phones and notch design (design activity, models, supplier included below) Companies: Oppo, Vivo, Samsung Oppo’s new R13 series will have a 6.28” display screen with a notch design Vivo’s new X22 series will have a...
by SemiMarketTrends | Feb 5, 2018 | Trends
Fingerprint takes 1st place vs 3D sensing in next gen phone designs (module pricing, adopters of each technology, companies included) Companies: Samsung, Oppo, Vivo, Xiaomi, QCOM, Himax, II-VI, Largan, LITE Panel-based (fingerprint) vs. camera-based (3D) are offering...
by SemiMarketTrends | Feb 5, 2018 | Trends
Several fingerprint solutions are being developed and evaluated (manufacturers and target markets, est module pricing, development progress and launch included in below) Companies: Qualcomm, O-Film, GIS, Synaptics, egis, LSI, Samsung Current fingerprint solutions mass...
by SemiMarketTrends | Dec 13, 2017 | Trends
The following views and opinions are based upon SemiMarketTrends’ ongoing research: We favor: Sony (CIS), Largan (Lens), TDK/Alps (voice coil motors); LG (module assembler) Summary: We think that Apple could be ~40% of dual-camera smartphone shipments this year. Apple...
